Managing relationships in a complex investment environment.

Australasian Business Intelligence, February, 2003

Feb 11, 2003 (Insto - ABIX via COMTEX)

Several Australian business leaders were brought together to discuss the complexities of client management. One speaker noted that customer knowledge, and the use of it, was a major point of difference among firms in the financial sector. David Hancock, of JP Morgan, said the regulatory environment of investments made client relationships the most challenging. He said all three had to be managed successfully for a successful business. Paul Masi, of Merrill Lynch, said the issue became more challenging when the business was running several products from several geographic locations under several regulatory regimes. Further questions were raised, including how to prioritise the myriad of demands placed on a business and how...

Read the rest of this article with a Free Trial at HighBeam Research.

Premium Content Partnership | HighBeam Research provides an in-depth online archive library of reference works.